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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,502 | $53,412-41.0% | $68,509-54.0% | $52,331-39.8% |
| Participation rate | 99.1% | 71.7%+27.5pp | 74.7%+24.4pp | 68.1%+31.0pp |
| Annual return | 2.17% | 3.42%-1.3pp | 8.27%-6.1pp | 4.54%-2.4pp |
| Employer contribution / active EE | $3,511 | $1,607+118.4% | $2,278+54.1% | $1,882+86.6% |
| Participant deferral / active EE | $0 | $2,688-100.0% | $3,382-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $461-100.0% | $5,275-100.0% | $592-100.0% |